You know that time is one of your most valuable commodities. Through open and direct discussions, looking at your needs and requirements, we work to understand you and simplify the planning process by acting as your single point of contact.

We specialize in working with private clients and enterprising generational families. With a focus on U.S. connections. Our clients are modern, mobile and have various cross jurisdictional challenges and issues, the management of which is not easily met by traditional advisors. In particular when a family has a U.S. connection or is U.S. based. The challenges multiply. Our professional purpose is to help our clients deal with these challenges. We believe strongly that families and businesses are bigger than country borders.

We are a fully independent, owner-run and managed firm. Like so many of our clients.

Envisage provides management and other services to companies, financial advisors, family offices and private clients. You focus on what you do, we manage the rest – all the associated services and providers.

How do we work?

Envisage works as a general contractor, ensuring delivery of solutions. We manage and coordinate service providers, products and other functions. Clients today are international, with members in multiple countries, meaning complex solutions in multiple jurisdictions. In an age of Automatic Information Exchange under FATCA and the OECD Common Reporting Standard, it means compliance under multiple regulatory and tax regimes.

Benefits include:

Service management and coordination

Structured delivery model

Independent oversight and advisory

Management & coordination of a network of providers and professionals

Disciplined and effective cost control of providers

Analagous to "General Contractor" role of consulting firms (Accenture, PwC, Deloitte, etc.) for large companies

Managing the mix

Management and coordination of financial & legal services providers has been compared to herding cats. Large companies (e.g., Roche, Credit Suisse, GM, Volkswagen, etc.) solve the challenge by using large consulting companies (e.g., Accenture, PwC, Deloitte, etc.) to manage solutions delivery. We perform the role that consulting companies do for large corporations on a smaller, private, discrete scale for wealth managers, family offices, asset managers, fund managers and other intermediaries. Using much the same tools and techniques.

Management, organisation and effective cost control are special skills, in short supply in the wealth management industry. The benefit of Envisage is in providing these functions. Complementary to the services you provide.

In addition, we have a great deal of experience in dealing with the complexity of issues and problems whenever you have U.S. persons or U.S. connections in the mix. We are SEC registered allowing us also to deal directly with U.S. persons.

What do we not do? Envisage does not manage assets directly. We do work closely with various asset & fund managers. We believe that it is difficult to act in the overall best interest of a client or business partner when managing a clients money. We also have close, integrated strategic partnerships with tax and legal practices, giving us a starter advantage when dealing with tax compliance, an integral part of any planning.